Unclaimed Profile

Erica Renee Smith

CHARLESTON INVESTMENT ADVISORS, LLC·MT. PLEASANT, South Carolina

Clean record12 years registeredCHARLESTON INVESTMENT ADVISORS, LLC

1311 CHUCK DAWLEY BLVD, MT. PLEASANT, SC 29464CRD# 5548087Firm CRD# 301281

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Erica Renee Smith · MT. PLEASANT, SC

Registration

CRD #5548087 · CHARLESTON INVESTMENT ADVISORS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

BEACON POINTE ADVISORS, LLC

Dec 2024 – present

CHARLESTON INVESTMENT ADVISORS, LLC

Sep 2019 – Dec 2024

MT. PLEASANT, SC

BAM ADVISOR SERVICES, LLC

Jan 2019 – Feb 2020

MT. PLEASANT, SC

THE WEALTH MANAGEMENT ALLIANCE LLC

Jan 2014 – Jan 2019

SAN JOSE, CA

Registrations & Exams

Registration record

First registered · January 2, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHARLESTON INVESTMENT ADVISORS, LLC

CRD 301281 · SEC 801-125951

AUM

$141M

Regulatory assets under management

Employees

271 client accounts

Services offered by CHARLESTON INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CHARLESTON INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Erica Renee Smith offer?

Erica Renee Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MT. PLEASANT, South Carolina for a consultation.

What are Erica Renee Smith's credentials?

Erica Renee Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Erica Renee Smith located?

Erica Renee Smith is based in MT. PLEASANT, South Carolina, working with CHARLESTON INVESTMENT ADVISORS, LLC. Their office serves clients in the MT. PLEASANT metropolitan area and surrounding communities.

How does Erica Renee Smith charge for services?

Erica Renee Smith's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHARLESTON INVESTMENT ADVISORS, LLC?

CHARLESTON INVESTMENT ADVISORS, LLC has approximately 2 employees and manages $141M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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